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Education: Summer Vacation – Time to Work ON Your Business while You’re not Working IN It

June 27 @ 5:30 pm - 8:30 pm

$30

Summers in New England are fleeting – and we all want to make the most of the great weather. Yet, we also know that every moment spent savoring the sun could be spent building our business.

We’re going to help you enjoy your summer with loved ones without your business lagging as a result. So grab your sunblock, drop the guilt and join us for business “Summer Vacation” where Susan Allen and Maxine Bernstein will share five “vacation activities” to help you re-energize yourself and your business, and prepare for the rest of the year.

Susan Allen has been in financial services for over 18 years helping hundreds of clients achieve their retirement goals, ensuring everyone has a portion of their assets protected from market loss. After working at banks and brokerages, Susan chose to concentrate her practice on financial solutions to grow, protect, provide guaranteed income and most importantly protect against loss. Susan created Susan Allen Financial in 2010 and using the solutions Susan recommended her clients’ accounts have grown and are guaranteed never to lose a penny. Financial education is an important aspect at Susan Allen Financial and Susan teaches various workshops including “Making the Most of Social Security” and “The ABC’s of Annuities”.

Maxine Bernstein has dedicated her career to making sure that everyone she knows can enjoy a secure retirement. With more than 25 years of experience in financial services, Bernstein has helped her clients sleep better at night knowing their hard-earned savings will be there for their lifetimes. She is an active volunteer and holds leadership positions on the boards of several local business and service organizations. A native New Englander, Bernstein resides in Massachusetts with her husband and two daughters.

RSVP below

Members: $20 by June 20, $25 after
Non-Members: $25 by June 20, $30 after

Details

Date:
June 27
Time:
5:30 pm - 8:30 pm
Cost:
$30
Event Category:

Venue

WBOA
122 Pleasant Street, Suite 107
Easthampton, MA 01027 United States
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Website:
https://wboa.org

Organizer

WBOA Education
Email:
education@wboa.org
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